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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,852 | $160,059-53.2% | $140,019-46.5% | $135,380-44.7% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -10.46% | 911.48%-921.9pp | 651.17%-661.6pp | 519.81%-530.3pp |
| Employer contribution / active EE | $5,198 | $6,420-19.0% | $5,605-7.3% | $4,779+8.8% |
| Participant deferral / active EE | $7,564 | $7,641-1.0% | $6,927+9.2% | $5,609+34.9% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |